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Asymco One Office Hours Live Q&A with Horace Dediu & Gene Munster: April 8, 2026
· Farshad · Office Hours
A lively discsussion of Apple topics such as: The rest of this post is for Asymco members. Continue reading on asymco.com.
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Farshad
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Gartner adds their Mac Q1 estimate to the pile
Historic growth? The Omdia research group says Mac sales grew 10.7% year-over-year in the first quarter of 2026, while the IDC research system says the growth was 9.1%. Now Gartner says Mac sales grew 12.7%…
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Mac mini and Mac Studio orders booming
AI boosting Mac sales. Mac mini and Mac Studio orders are facing unusually long shipping delays, stretching up to 4-5 months. This could hint at an upcoming M5 refresh or supply constraints. After a few months of delay,…
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AI as Infrastructure
Build it and they will come? ON September 3, 1821, 37 years after James Watt invented the concept of horsepower and started charging £5/horsepower/year for the use of his steam engine, the first demonstration of the…
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iPad at 16
Redundant or Post-PC? Today marks the 16th anniversary of when Apple released the first-generation iPad. After Steve Jobs announced the iPad on January 27, 2010, it launched a few months later on April 3, 2010. The…
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Morgan Stanley has a stark message for investors in Apple
Run for the hills Morgan Stanley just published survey data that makes a strong case for owning Apple stock. The firm’s AlphaWise Global Smartphone Survey was released March 22. It shows iPhone upgrade intentions hitting…
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What are the odds of Apple surviving?
A tale of two Apples What are the odds of it surviving another year, ten years, 50 years? Companies don’t last long. A recent study that analyzed thousands of European firms yielded a corporate life expectancy figure of…
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iPhone sales continue to surge into February – Bernstein
Apple’s iPhone continued strong sales in February Apple’s iPhone continued strong sales last month, thanks to the popularity of the iPhone 17 line, Bernstein analysts wrote in an investor note on Monday. According to the…
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Asymco Office Hours Live Q&A with Horace Dediu: April 8, 2026
· Farshad · Office Hours
Asymco Office Hours will take place on: Wed April 8 at 12pm ET / 9am PT. Asymco One subscribers can sign up to attend the live Q&A and ask questions. We are now opening the registration to non-subscribers to watch live.…
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KeyBanc maintains a lack of clarity of thought
Is this intentionally unintelligible? From a note to KeyBanc clients that landed on my desktop Monday. “We remain SW AAPL. Our KFLD shows Indexed Spending +37% m/m, which is above the three-year average of +12% m/m, and…
